Napa 401K Summit

How to incorporate health care and HSAs into discussions

May 02, 2018 | Runtime: 2:38

Retirement plan advisers have an opportunity to deepen relationships with plan sponsor clients by incorporating health care and HSAs into their discussions, according to Patrick Delaney, Vice President, Retirement Insights Leader at T. Rowe Price.

Three factors re-shaping target-date investing

April 26, 2018 | Runtime: 1:49

Jerome Clark, portfolio manager at T. Rowe Price, on the elements influencing the evolution of target date funds.

The state of the stable value industry

April 26, 2018 | Runtime: 2:31

Tony Luna, portfolio manager and head of stable value at T. Rowe Price, offers a rundown on the opportunities and health of the stable value industry.

How 401(k) advisers can use 'centers of influence' to grow their business

April 20, 2018 | Runtime: 1:53

Leveraging relationships with accounting, benefits, and property and casualty insurance firms can help deliver new business leads for retirement plan advisers.

Here are 3 ways the DOL fiduciary rule has affected 401(k) advisory practices

April 20, 2018 | Runtime: 2:11

Fred Barstein, founder of The Retirement Advisor University, explains why the old way of doing business is dead no matter what happens with the regulation.

How retirement plan advisers can incorporate HSAs into their practice

April 20, 2018 | Runtime: 2:12

401(k) advisers may be eyeing health savings accounts as a way to increase revenue or boost the value they provide to clients.

What is the biggest emerging threat to retirement plan advisers?

April 20, 2018 | Runtime: 1:48

Bill Chetney, the founder of Global Retirement Partners, says being complacent is a surefire way for 401(k) advisers to lose their jobs.

Bringing more diversity and inclusion to the retirement industry

April 20, 2018 | Runtime: 1:16

Alex Assaley, a retirement plan adviser who is spearheading NAPA's NextGen initiative, discusses the organization's goal of fostering younger and more diverse advisory practices.

What's coming next for 401(k) default investments?

April 20, 2018 | Runtime: 2:17

Scott Matheson, who leads CAPTRUST's defined contribution practice, discusses the shift from mutual funds, adoption of more passive management and move toward personalized services.

 
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